金斯瑞:布局CGT,CRISPR,mRNA

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金斯瑞全球第一的基因合成供应商和中国CRISPR领导者. 金斯瑞是全球排名第一的基因合成供应商,通过其自动化的高通量基因合成拥有 25% 的全球市场份额。 2020 年,CRISPR 技术获得诺贝尔奖,让全球关注这项发现于 RNA 适应性免疫系统中的技术。 金斯瑞 提供 sgRNA,为使用 CRISPR 技术实现医学现代化的研究和工业客户提供服务。

国内几乎所有的mRNA都用金斯瑞Probio的CDMO服务,披露的合作伙伴包括苏州艾博/沃森的mRNA 疫苗,和不久前被药明康德投资的上海斯微的mRNA疫苗。$金斯瑞生物科技(01548)$ $沃森生物(SZ300142)$ $药明康德(02359)$



Genscript: Globally No 1 gene synthesis provider and China CRISPR leader

Genscript is the global number 1 gene synthesis provider with a 25% global market share, through its automated high-throughput gene synthesis. In 2020, CRISPR technology won the Nobel Prize, bring global attention to this technology which is found in an RNA adaptive immune system. Genscript offers sgRNA to serve research and industrial customers using CRISPR technology to modernize medicine. In 2020, Genscript launched China's unique economical “EasyEdit sgRNA”. This chemically synthesized sgRNA broke the dominance of traditional in vitro transcription approach and significantly grew its customer base. It also developed China's first basic GMP quality system for sgRNAas well. 


What is CRISPR?

Clustered Regularly Interspaced Short Palindromic Repeats (CRISPR) and the CRISPR-associated protein (Cas) were originally identified in the Escherichia coli (E. coli) genome, where they function as part of an RNA-based adaptive immune system. Researchers have adapted the CRISPR/Cas system to be used as a powerful tool for genetic modifications. Though only developed in 2013, CRISPR/Cas9 already become a popular genome editing tool, due to its simplicity, versatility, and specificity compared to prior techniques for genome modification.


RNA and Cas9

The guide RNA (gRNA) recognizes specific regions on the host RNA and complexes with Cas9, which recognizes the protospacer adjacent motif (PAM) on the target and exerts its endonuclease function to cause double stranded breaks (DSBs). This triggers two mechanisms for repair: one is non-homologous end-joining (NHEJ), which introduces mutations in the DSB site. The other mechanism is homology directed repair (HDR) which enables the donor DNA information to be inserted at the break site.


Technology

GenScript licenses CRISPR technology from the Broad Institute of MIT and Harvard, the department helmed by Professor Feng Zhang, the intellectual property holder of CRISPR technology and founder of EDITAS Medicine and BEAM Therapeutics. And Genscript build its own tools and gene solutions on this.


GENSCRIPT ADVANTAGES

Proprietary λ Red-CRISPR/Cas9 system that leverages the efficiency of traditional λRed recombineering with the ease of CRISPR/Cas for seamless genome editing

Precise down to the base pair

Multigene editing: can knock-out up to 3 genes simultaneously

Easy selection: no selectable marker is required


mRNA dominance

Probio is extremely strong in the mRNA space with 15 clients in both China and the USA, including 7 IND approvals. Disclosed clients include Abogen/Walwax mRNA vaccine which is now in Phase 3. It also includes STEMIRNA for its mRNA vaccine which recently raised US$200m from investors including Wuxi Apptec and Sequoia.


GENSCRIPT: PROXY TO CGT, CRISPR, mRNA

Genscript is a leader in CGT, CRISPR and mRNA, resulting in its CDMO dominating the entire China vaccine mRNA business. If the latest advance in science of Gene, Cell, CRISPR, mRNA takes off in China, Genscript as the tool provider is the natural beneficiary.


全部讨论

2021-11-29 22:35

金斯瑞/传奇股价回到靠近之前的高峰,信念一直不变:传奇会改变癌症治疗,金斯瑞会改变 CGT, CRISPR, MRNA. 下面是当初股价从高峰大跌时,为了自己的信念写的。感谢@sailing-cxx @蓮花98 @海风HA 等等 的这几个月在这里的一直执着下去。$金斯瑞生物科技(01548)$ $传奇生物(LEGN)$